2. Right-click to open the shortcut menu and select the Close all levels or Open all levels command, depending on the required presentation format.
If all levels are closed, only the levels of the first grouped column will be displayed in the table. To view the different levels of all grouped columns without viewing the data
contained in these columns, activate the Tree structure only command in the shortcut menu.
Impact on table settings
Modifications made to the levels directly using the Close all levels, Open all levels, Tree structure only, and User settings commands in the shortcut menu will have the same
impact on the Miscellaneous tab, accessible via the [Set up layout] button.
Attention!
Modifications made directly to the table are not saved automatically in the current presentation format. If you are working with a user-specific presentation format, you need
to use the Save command in the Presentations menu to save your changes. Otherwise, you will need to make a copy of the presentation format first, make the required
changes, and then save it again.
In addition, if you open or close the different column grouping levels, these changes will only be saved if they are made using this button.
In general, the presentation formats only display part of the fields that make up the records for which you have requested statistics. However, you may display other fields or
hide existing fields using the options in the shortcut menu, which you can display by right-clicking on the header of a column.
Dashboard settings
If you have not selected a presentation format, the dashboard will display the data from all of the fields that make up the record of the element for which statistics have been
requested as soon as your selection criteria are applied.
To obtain more relevant results, you need to select the type of information to be displayed by clicking on the button [Set up layout].
At this stage, different actions can also be carried out in order to format the statistics table. These actions may be done on :
- Column titles: click on the Title tab
- Table data: click on the Data tab
Adding or removing a column
Although it is possible to add or remove columns from the statistics table directly, it is better to use the list settings when creating a new presentation format or when
permanently modifying the data to be displayed [Set up layout]. At this stage, you can insert new columns in which the data is obtained via a calculation formula.
1. To insert a new column in the table, click the [Set up layout] button. Click on the title of the column to be added, available in the Available columns list.
2. Click the [Add] button.
The column will be automatically added to the Columns selected list.
If you want to move this field to a different position in the table, you need to do this in the table directly by moving the field to the required position.
3. To remove a column, click the [Remove] button.
You will need to check the See fields option to display a field name, rather than its description.
Modifying the format of column titles and/or data
You may change the format of column titles and data to brighten up the table and highlight important elements.
1. Once the data table is displayed on-screen, click the [Set up layout] button.
2. Choose the column that you want to change from the Columns selected list.
3. Select the type of formatting that you want to apply from the various options offered.
Attention!
It is only possible to modify the format of columns that have not been grouped. If the column has been grouped, you need to ungroup it first.
Modifying the font of a column title and/or data
1. The Font field in the Title tab indicates the settings that are applied to the title of a previously selected column.
2. Click on the button to modify the font, style (normal, bold, italic), size in points (8, 9, 10, etc.), effects (strikethrough, underline), and color.
3. To use a color other than those displayed in the font settings window, click on the [Color] button.
4. Click the Data tab to change data display in the previously selected column.
You will then be in a Font field. It operates exactly like the Title tab.
Modifying the alignment of a column title and/or data